Schulz Wealth Blog

The Problem with Conventional Investment Thinking

You may be asking what all of the concern around Treasury yields and a weaker dollar might be. You’re not alone. These shifts might seem like market noise, but they reflect a deepe...

If you spend a lot of time on TikTok or other social media platforms exploring various financial product pitches, you’re likely to come across the “Infinite Banking” concept. Recen...

Running a business is deeply personal. For many, it represents years of hard work, financial investment, and emotional commitment. Yet, one of the most significant challenges busin...

As a business owner, you’ve likely invested countless hours and resources into growing your business. For many, the business represents the lion’s share of their wealth, but this c...

Hands down when starting and growing your business, cold, hard cash is your most important asset. If there were an official pyramid of assets, cash would be its solid foundation. W...

P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson Listen Now!

I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is certainly a great que...

P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy Listen Now!

I was home in Pennsylvania a couple of weeks ago and noticed a social security statement in my Father-In-Law’s drawer in the kitchen. That got me thinking; he is coming up to the a...

P&L: Priorities & Lifestyle Episode 45 - Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati Listen Now!

All eyes were on the Silicon Valley Bank failure that occurred just a few weeks ago. Memories of the 2008 financial crisis stirred up deep fears and urgent questions for business o...

P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis Listen Now!

I have been an avid sportsman all my life. I have a hard time explaining to others, or even to myself why I enjoy the pursuit of wild game. It must be partly the tradition and hist...

Back in the early ‘90s, while serving as a junior naval officer, my ship deployed for a six-month journey around South America. This extensive trip was marked by a total of thirty-...

P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight Listen Now!

Recently, I visited with an investment banker on the phone who, years prior, had transacted a large business sale in my neck of the woods. He asked if I knew the family, and I said...

P&L: Priorities & Lifestyle Episode 42 - Increasing Company Valuation with Brandon James Listen Now!

Being Different Makes a Difference St. James Park was swarming with people as we made our way on foot toward Buckingham Palace. We had been ducking and darting the growing crowd, o...

P&L: Priorities & Lifestyle Episode 41 - Performance, Pain, and Purpose with David Rutherford Listen Now! David Rutherford is the owner, Lead Instructor, and Curriculum Dev...

As earnings season cycles around again, publicly traded companies will release results for the last quarter and for the year-end. Smaller, closely-held companies are busy too as ma...

P&L: Priorities & Lifestyle Episode 40 – The Future is Web 3.0 with Hamiz Mushtaq Awan Listen Now! Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and...

P&L: Priorities & Lifestyle Episode 39 – How Schulz Wealth Makes Long-term Decisions in This Economy with Austin Smith Listen Now! The current state of the economy is not e...

Making Financial Planning Decisions as a Business Owner Financial planning decisions do not live in a silo, so neither should the professionals helping you, as a business owner, ma...

Schulz Wealth: PP&E 401(k) Retirement Savings from Shiny Box Pictures on Vimeo.